Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $84.4B
1-Year Est. Return 29.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.1B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1
+$313M
2
+$211M
3
+$201M
4
ROP icon
Roper Technologies
ROP
+$103M
5
IT icon
Gartner
IT
+$82.7M

Top Sells

1
+$417M
2
+$286M
3
+$140M
4
BMO icon
Bank of Montreal
BMO
+$128M
5
TD icon
Toronto Dominion Bank
TD
+$124M

Sector Composition

1 Financials 21.44%
2 Technology 19.83%
3 Industrials 13.29%
4 Healthcare 9.07%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$25.6K ﹤0.01%
19,514
1502
$25K ﹤0.01%
560
1503
$22.1K ﹤0.01%
747
1504
$22.1K ﹤0.01%
33,439
1505
$21.5K ﹤0.01%
11,361
1506
$20.1K ﹤0.01%
10,917
1507
$19.3K ﹤0.01%
588
-903
1508
$18.3K ﹤0.01%
963
1509
$17.7K ﹤0.01%
1,283
1510
$16.3K ﹤0.01%
12,158
-86,137
1511
$16K ﹤0.01%
1,814
1512
$15.7K ﹤0.01%
11,238
1513
$14.5K ﹤0.01%
18,951
1514
$12.2K ﹤0.01%
752
1515
$10K ﹤0.01%
13,034
1516
$9.2K ﹤0.01%
10,990
1517
$6.27K ﹤0.01%
589
1518
$2.34K ﹤0.01%
334
1519
– –
-11,179
1520
– –
-43,437
1521
– –
-20,700
1522
– –
-4,109
1523
– –
-19,999
1524
– –
-5,874
1525
– –
-16,660
59 60
61
62 63